Winnie Sun

Managing Partner at Sun Group Wealth Partners

Expert Credentials

Financial Advisor Forbes ranked top advisor Barron's ranked top advisor Investopedia Top Financial Advisors Investment News “20 Women To Watch”


Winnie Sun is a financial advisor and television host of the Level Up With Winnie show on NASDAQ, one of the industry’s most sought after financial professionals who hosts the largest weekly business finance tweetchat averaging 150+ Million impressions per week and has over 365,000 social media followers on Twitter alone. She’s the personal finance pro on Good Day LA, a CNBC Digital Council Member, a regular contributor to Forbes, and she’s appeared on CNBC, ABC, CBS, Fox Business, Cheddar, and countless media outlets to help viewers better understand their money. Nicknamed, the Wealth Whisperer, Winnie has spoken to large audiences at Forbes, Barron’s, and Fortune 500 companies and conferences across the world. She’s been named as Investment News “20 Women To Watch”*.

Available For

  • Summit Speaker
  • Podcast Guests
  • Training